Featured Articles:
A Successful Succession Plan
By taking a hard look at family dynamics and potential tax issues, you'll be better positioned to pass the company on to the next generation when it's time.Read More
A Good Time to Prepare for Tomorrow
Interest rates are low, and many investments in stocks, real estate and other assets have lost value. That could be a surprisingly powerful combination for getting property out of your estate and into the hands of your heirs.Read More
Giving When Crisis Strikes
When disaster threatens communities and people, you can make use of a number of strategies to provide aid to those in need — both immediately and over the long haul.Read More
Client Stories:
Savoring the Spice of Life
Actress and cookbook author Madhur Jaffrey has spent more than 50 years inspiring audiences and would-be chefs. Her Merrill Lynch Financial Advisor helps Jaffrey by providing her with sound advice and an ever-attentive ear.Read More
Giving In A Time Of Need
For the charity-minded whose assets have dropped, this may be a time for uncomfortable choices. But with guidance from their Financial Advisors, many clients are still finding ways to rise to the occasion.Read More
Find a Merrill Lynch Financial Advisor who can help with your legacy and philanthropic needs.
Disclosures
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.